See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,729 |
KLINE KEPPEL & KORYAK PC6 years Filed as: KLINE KEPPEL & KORYAK Service code 13 611 WILLIAM PENN PL STE 302 · PITTSBURGH, PA 15219 | Contract Administrator | $19,875 |
KLINE KEPPEL & KORYAK PC6 years Service code 13 | Contract Administrator | $10,000 |
Filed as: EMPOWERADVISORY GROUP LLC Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,574 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,649 | $72,254-45.1% | $86,677-54.3% | $64,808-38.8% |
| Participation rate | 78.8% | 80.4%-1.6pp | 76.6%+2.2pp | 71.5%+7.3pp |
| Annual return | -13.18% | 392.42%-405.6pp | 35.91%-49.1pp | 32.82%-46.0pp |
| Employer contribution / active EE | $0 | $2,393-100.0% | $2,836-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $3,555 | $4,658-23.7% | $4,656-23.6% | $4,310-17.5% |
| Admin fee / account holder | $215 | $174+23.8% | $7,493-97.1% | $188+14.6% |